Chicago Partners Investment Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Chicago Partners Investment Group’s Portfolio BSJM Stock Details BSJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,611	Closed	-$212K	–	383
2019 Q4	$212K	Buy	8,611 +25	+0.3%	+$608	0.03%	338
2019 Q3	$208K	Buy	8,586 +27	+0.3%	+$660	0.03%	317
2019 Q2	$209K	Buy	8,559 +26	+0.3%	+$637	0.03%	300
2019 Q1	$210K	Buy	+8,533	New	+$207K	0.03%	292

Other funds holding BSJM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chicago Partners Investment Group's BSJM Position: Q1 2020 in Review

Chicago Partners Investment Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2020, closing a stake of 8,611 shares — an estimated $212K sold.

Chicago Partners Investment Group first reported a position in BSJM in Q1 2019 and held it in 4 quarters. The position peaked at $212K in Q4 2019. 132 funds tracked by Wall St. Rank hold BSJM as of Q1 2020.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 8,611 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $212K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $212K in Q4 2019.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2020.

Based on Chicago Partners Investment Group's 13F filing for Q1 2020, filed 22 Apr 2020.